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Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
Advisornet Financial
Minnesota
$12.7M
4
HWM
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
Plancorp LLC
Missouri
$278M
4
CFO
CVA Family Office
Colorado
$0
5
JWA
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
176
Certuity
Florida
$571K +$571K +12,112 New
OPS
177
Orion Portfolio Solutions
Nebraska
$568K +$64.1K +1,359 +13%
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$565K – – –
HTHT
179
Hemenway Trust Hemenway Trust
New Hampshire
$561K -$321K -6,800 -36%
CIAS
180
Capital Investment Advisory Services
North Carolina
$559K -$198K -4,198 -26%
Franklin Resources
181
Franklin Resources
California
$552K +$3.59K +76 +0.7%
SWA
182
SFMG Wealth Advisors
Texas
$548K -$9.39K -199 -2%
CBN
183
Cadence Bank NA
Texas
$546K – – –
GLA
184
Great Lakes Advisors
Illinois
$543K – – –
PC
185
Peavine Capital
Nevada
$535K – – –
BFPW
186
BOK Financial Private Wealth
Colorado
$534K – – –
MSR
187
Main Street Research
Connecticut
$516K – – –
EBA
188
Eagle Bay Advisors
New York
$510K +$510K +10,808 New
MFG
189
Merit Financial Group
Georgia
$505K – – –
CWM
190
Curi Wealth Management
North Carolina
$496K +$1.32K +28 +0.3%
IF
191
Ironwood Financial
Arizona
$487K – – –
CSIC
192
Clifford Swan Investment Counsel
California
$480K – – –
BWM
193
BT Wealth Management
Georgia
$471K +$1.27K +27 +0.3%
AWMG
194
Alliance Wealth Management Group
New Jersey
$465K – – –
TCM
195
Towercrest Capital Management
Pennsylvania
$465K – – –
GCP
196
Gill Capital Partners
Colorado
$457K +$472 +10 +0.1%
HFG
197
Heron Financial Group
New York
$451K -$39.5K -838 -8%
FNT
198
First National Trust
Pennsylvania
$436K – – –
S
199
Surevest
California
$425K +$425K +9,011 New
HCM
200
Hollencrest Capital Management
California
$419K – – –
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8
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